Creating a Large Deal Rule

You are the Marketing Operations Manager. You need a rule that assignes your qualified leads to a sales resource.

This is the third of a series of four lead assignment rules to show you how to set up matching candidate rules for assigning  leads based on the Sales Channel and the Deal Size.

The four rules are:

   1. Partner Sales Channel Rule

   2. Direct Sales Channel Rule

   3. Large Deal Rule

   4. Small Deal Rule

Steps:

1. A rule set named Rule Based Lead Assignment has already been created. Note the several rules that are members of that set. You will add the new rule to the same rule set.

   Step 1

2. This rule determines which leads are:

    

   - not assigned a Sales Channel,

   - are valued at greater than $1,000,000

    

   Because there is no defined Sales Channel and the Deal Size is more than $1,000,000, the lead is assigned to the internal sales resource, Gabrielle Lee.

   Step 2

3. Add the new rule to your rule set.

    

   Click the Add Row button.

   Step 3

4. Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "Large Deal Rule"
   .
   Step 4

5. Enter the desired information into the Description field. Enter

    a valid value
    e.g.
    "Rule to assign leads over $1,000,000 to internal resources."
   .
   Step 5

6. Add the conditions.

    

   Click the Add Row button.

   Step 6

7. Click the Object list.

    

   Click the Sales Lead list item.

   Step 7

8. Since you need the Sales Channel attribute, click the Attribute list and scroll down.

    

   Click the Sales Channel list item.

   Step 8

9. Click the Operator Link.

    

   Click the Equals list item.

   Step 9

10. Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "NULL"
    .
    Step 10

11. Enter the second condition.

     

    Click the Add Row button.

    Step 11

12. This second condition determines if the value of the deal for this lead is greater than $1,000,000.

    Step 12

13. Click the Object list.

     

    Click the Sales Lead list item.

    Step 13

14. You need the attribute Deal Size.  Click the Attribute list and scroll down.

     

    Click the Deal Size list item.

    Step 14

15. CLick the Operator list.

     

    Click the Greater Than or Equals list item.

    Step 15

16. Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "1000000"
    .
    Step 16

17. Now make a condition to assign the lead to Gabrielle Lee.

    Step 17

18. Click the Add Row button.

    Step 18

19. Click the Object list.

     

    Click the Sales Lead Resource list item.

    Step 19

20. Click the Attribute list.

     

    Click the Name list item.

    Step 20

21. Click the Operator List.

     

    Click the Equals list item.

    Step 21

22. Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "Lee,Gabrielle"
    .
    Step 22

23. Click the Save button.

    Step 23

This concludes the third lead assignment rule. 

The fourth rule is the Small Deal Rule.

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